Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,294 | $159,934-91.7% | $147,005-91.0% | $145,959-90.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 19.63% | 98.24%-78.6pp | 418.76%-399.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $1,435 | $5,287-72.9% | $4,934-70.9% | $4,661-69.2% |
| Participant deferral / active EE | $3,730 | $8,427-55.7% | $8,070-53.8% | $6,689-44.2% |
| Admin fee / account holder | $881 | $15,053-94.1% | $13,006-93.2% | $13,398-93.4% |